$Sanrio (8136.JP)$
Please do not fire the Ueda cannon today 💦

$Micron Technology (MU.US)$ Rather than selling cheaply, it is better to expect a rebound.

$Micron Technology (MU.US)$
This term is good, but the guidance for the second quarter of 2025 (below) was weak - disappointing.
Revenue is expected to be between 7.7 billion and 8.1 billion dollars, with estimates at 9 billion dollars.
Adjusted EPS is between $1.33 and $1.53, with Financial Estimates at $1.92.
Financial Estimates indicate strong growth in the coming years for HBM, Could Q2 be the bottom?

$Disco (6146.JP)$
I wonder why it went up today.
Expectations for Micron's earnings? It's a mystery.

$NVIDIA (NVDA.US)$
Investors' column "Hard on the Street"
＊＊＊
An Artificial Intelligence (AI) semiconductor manufacturer has emerged with a Market Cap of $1 trillion (approximately 154 trillion yen). On the other hand, pioneering companies that have already reached $1 trillion are also maintaining strong performance.
US semiconductor giant Broadcom, in its earnings reports for the 8-10 month period (Q4), included a long-term outlook for its AI business, which became a driving factor for the stock price to exceed $1 trillion in Market Cap. This seemed to have an opposite impact on NVIDIA, the US leader in AI semiconductors. In the 2 trading days after the earnings reports, Broadcom's stock price rose by 38%, while NVIDIA dropped by about 4%.
The difference between the two companies remains significant. NVIDIA's Market Cap stood at approximately $3.3 trillion at the end of trading on the 16th, while Broadcom was around $1.2 trillion. However, Broadcom also leads in some aspects. The stock price-earnings ratio based on the company's next 4 quarters of performance has exceeded 38 times due to the recent sharp increase in stock price.peRecently, the stock price has surged to over 38 times. According to FactSet data, this is at an all-time high, double the average over the past three years...

$NVIDIA (NVDA.US)$
The number 129 stands for
I feel like I've gone back to my past self,
Please go up by another $0.16 by the closing bell!

$NVIDIA (NVDA.US)$
I wonder if the FWD-PER will soon reach 20 units? It seems undervalued...

エヌビディア「1強」の時代は終焉に向かっているのか？ここ2日間の米国株市場では、そのような疑問が上がっている。
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
Mixed results for AI semiconductor stocks at present
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...

$Advantest (6857.JP)$
Enuvi has adjusted down by 132 dollars, so it will definitely be sold.
If it continues to drop in the future, I will buy more when it falls below 8300.